Company lists · Data refreshed September 2026
Top 25 Tax-optimization investment companies worldwide
RevenueBase identified 1,322 company matches for tax-optimization investment companies worldwide as of September 2026 and tracks 6,904 professional contacts across them, including 2,601 with verified work emails. The United States is the largest market and Paris the largest hub.
This list covers company matches for tax-optimization investment companies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 2026. Country and city lists for tax-optimization investment companies follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest tax-optimization investment companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 399 contacts → | ||||
Exact match “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 309 contacts → | ||||
Exact match “WTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 133 contacts → | ||||
Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 103 contacts → | ||||
Exact match “Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 102 contacts → | ||||
Exact match “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 81 contacts → | ||||
Exact match “FISCALIA est une entreprise résolument indépendante spécialisée dans le conseil en optimisation fiscale, les solutions de défiscalisation, l'investissement et le financement…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 80 contacts → | ||||
Exact match “Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 70 contacts → | ||||
Exact match “Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 69 contacts → | ||||
Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 67 contacts → | ||||
Exact match “Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 56 contacts → | ||||
Exact match “Foss & Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 50 contacts → | ||||
Exact match “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 48 contacts → | ||||
Exact match “En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 46 contacts → | ||||
Exact match “Wir sind NeoCore Capital, ein führendes Unternehmen im Bereich Immobilieninvestitionen und Steueroptimierung für Spitzenverdiener in Deutschland.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 44 contacts → | ||||
Exact match “Gideon Strategic Partners is a financial services company that puts client success first.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 43 contacts → | ||||
Exact match “Founded in 2018, Quantinno Capital Management aims to deliver customized, tax-optimized managed account solutions designed to enhance the after-tax wealth for sophisticated…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 38 contacts → | ||||
Exact match “McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 38 contacts → | ||||
Exact match “Somos a Gmaster, uma empresa especializada em eficiência tributária.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 37 contacts → | ||||
Exact match “Unlock financial freedom with Emifast.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 36 contacts → | ||||
Exact match “S’investir : votre patrimoine enfin optimisé Choisissez notre approche unique alliant performance et sécurité de votre patrimoine grâce à notre accompagnement en gestion privée.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 36 contacts → | ||||
Exact match “Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 36 contacts → | ||||
Exact match “At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 35 contacts → | ||||
Exact match “Wave goodbye to conventional tax advisors.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 31 contacts → | ||||
Exact match “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 29 contacts → | ||||
Exact match “Na Garzen, transformamos a complexidade tributária em oportunidades de economia e crescimento.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “tax-optimization investment companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,322 tax-optimization investment companies worldwide
See the full list, filter by size, metro and specialty, and access 2,601 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Tax-optimization investment companies worldwide at a glance
As of Sep 22, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for tax-optimization investment companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “tax-optimization investment companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,601 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Tax-optimization investment companies by location
7 lists · largest firstEvery Tax-optimization investment companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Tax-optimization investment companies based in the United States656
- Tax-optimization investment companies based in France85
- Tax-optimization investment companies based in Brazil59
- Tax-optimization investment companies based in Germany56
- Tax-optimization investment companies based in Canada52
- Tax-optimization investment companies based in the United Kingdom43
- Tax-optimization investment companies based in India35
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “tax-optimization investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many tax-optimization investment companies are there worldwide?
RevenueBase identified 1,322 company matches for tax-optimization investment companies worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Apercen Partners LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most tax-optimization investment companies?
The United States leads with 656 companies, followed by France (85) and Brazil (59). Every tax-optimization investment companies list by country and city is linked on this page.
Which city has the most tax-optimization investment companies?
Paris leads with 31 company records, followed by San Diego (18) and New York (17).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,601 professional contacts with verified work emails tracked across these 1,322 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,322 tax-optimization investment companies worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 tax-optimization investment companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,322 matching company records for tax-optimization investment companies worldwide, with 6,904 tracked contacts and 2,601 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax-optimization investment companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Apercen Partners LLCapercen.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | WTAXwtax.co HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 309 contacts → |
“WTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Universal Wealthuniversalwealth.comHQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ETHICethic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 103 contacts → |
“Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  55ip55-ip.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 102 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fiscaliafiscaliasolution.frHQ: Toulouse, FranceReported employees: Not recorded | Toulouse, France | Not recorded | Exact match | 81 contacts → |
“FISCALIA est une entreprise résolument indépendante spécialisée dans le conseil en optimisation fiscale, les solutions de défiscalisation, l'investissement et le financement…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Monarch Private Capitalmonarchprivate.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 80 contacts → |
“Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Neil Jesani Advisors, INCneiljesani.comHQ: Sunrise, FL, United StatesReported employees: 51-200 | Sunrise, FL, United States | 51-200 | Exact match | 70 contacts → |
“Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Baker Street Advisorsbakerstreetadvisors.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 67 contacts → |
“Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Foss & Companyfossandco.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 56 contacts → |
“Foss & Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Smartleafsmartleaf.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 50 contacts → |
“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  CLIMBclimb.frHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Neocore Capitalneocore.capital HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 46 contacts → |
“Wir sind NeoCore Capital, ein führendes Unternehmen im Bereich Immobilieninvestitionen und Steueroptimierung für Spitzenverdiener in Deutschland.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gideon Strategic Partnersgideonsp.com HQ: Century City, CA, United StatesReported employees: 11-50 | Century City, CA, United States | 11-50 | Exact match | 44 contacts → |
“Gideon Strategic Partners is a financial services company that puts client success first.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Quantinno Capital Managementquantinno.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 43 contacts → |
“Founded in 2018, Quantinno Capital Management aims to deliver customized, tax-optimized managed account solutions designed to enhance the after-tax wealth for sophisticated…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mchenry Advisersmchenry-advisers.com HQ: New Albany, OH, United StatesReported employees: 11-50 | New Albany, OH, United States | 11-50 | Exact match | 38 contacts → |
“McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Gmastergmaster.com.brHQ: Londrina, BrazilReported employees: 11-50 | Londrina, Brazil | 11-50 | Exact match | 38 contacts → |
“Somos a Gmaster, uma empresa especializada em eficiência tributária.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Emifastemifast.com HQ: Dubai, United Arab EmiratesReported employees: 11-50 | Dubai, United Arab Emirates | 11-50 | Exact match | 37 contacts → |
“Unlock financial freedom with Emifast.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | S'investirsinvestir.fr HQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 36 contacts → |
“S’investir : votre patrimoine enfin optimisé Choisissez notre approche unique alliant performance et sécurité de votre patrimoine grâce à notre accompagnement en gestion privée.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Index Fund Advisors, INCifa.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 36 contacts → |
“Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  TAX Goddess Business Services, PCtaxgoddess.comHQ: Scottsdale, United StatesReported employees: 51-200 | Scottsdale, United States | 51-200 | Exact match | 36 contacts → |
“At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | ZEALgozeal.co.uk HQ: Newport, United KingdomReported employees: 11-50 | Newport, United Kingdom | 11-50 | Exact match | 35 contacts → |
“Wave goodbye to conventional tax advisors.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Choate Wealthchoatewealth.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 31 contacts → |
“In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Garzen Gestão Tributáriagarzen.com.brHQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 29 contacts → |
“Na Garzen, transformamos a complexidade tributária em oportunidades de economia e crescimento.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,322 company matches
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Tax-optimization investment companies: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,318 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 1,322 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Tax-optimization investment companies by location
7 lists · largest firstEvery Tax-optimization investment companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Tax-optimization investment companies based in the United States656
- Tax-optimization investment companies based in France85
- Tax-optimization investment companies based in Brazil59
- Tax-optimization investment companies based in Germany56
- Tax-optimization investment companies based in Canada52
- Tax-optimization investment companies based in the United Kingdom43
- Tax-optimization investment companies based in India35
Questions about this company list
What does Exact match mean for tax-optimization investment companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax-optimization investment companies did RevenueBase find worldwide?
The saved snapshot records 1,322 matching company records, 6,904 tracked contacts and 2,601 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 tax-optimization investment companies worldwide. Snapshot: September 22, 2026. https://revenuebase.ai/companies/browse/tax-optimization-investment-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 tax-optimization investment companies worldwide
RevenueBase records 1,322 matching company records for tax-optimization investment companies worldwide, with 6,904 tracked contacts and 2,601 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax-optimization investment companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Apercen Partners LLCapercen.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 399 contacts → |
“Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | WTAXwtax.co HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 309 contacts → |
“WTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Universal Wealthuniversalwealth.com HQ: Surprise, AZ, United StatesReported employees: 1,001-5,000 | Surprise, AZ, United States | 1,001-5,000 | Exact match | 133 contacts → |
“Universal Wealth is lead by Andre L.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ETHICethic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 103 contacts → |
“Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 55ip55-ip.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 102 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fiscaliafiscaliasolution.fr HQ: Toulouse, FranceReported employees: Not recorded | Toulouse, France | Not recorded | Exact match | 81 contacts → |
“FISCALIA est une entreprise résolument indépendante spécialisée dans le conseil en optimisation fiscale, les solutions de défiscalisation, l'investissement et le financement…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Monarch Private Capitalmonarchprivate.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 80 contacts → |
“Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Neil Jesani Advisors, INCneiljesani.com HQ: Sunrise, FL, United StatesReported employees: 51-200 | Sunrise, FL, United States | 51-200 | Exact match | 70 contacts → |
“Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Baker Street Advisorsbakerstreetadvisors.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 67 contacts → |
“Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $19 billion under advisement.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Foss & Companyfossandco.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 56 contacts → |
“Foss & Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Smartleafsmartleaf.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 50 contacts → |
“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CLIMBclimb.fr HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 48 contacts → |
“En France, s’occuper de son patrimoine, de ses investissements ou de ses impôts peut sembler complexe : manque de temps, de connaissances ou d’interlocuteurs de confiance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Neocore Capitalneocore.capital HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 46 contacts → |
“Wir sind NeoCore Capital, ein führendes Unternehmen im Bereich Immobilieninvestitionen und Steueroptimierung für Spitzenverdiener in Deutschland.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gideon Strategic Partnersgideonsp.com HQ: Century City, CA, United StatesReported employees: 11-50 | Century City, CA, United States | 11-50 | Exact match | 44 contacts → |
“Gideon Strategic Partners is a financial services company that puts client success first.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Quantinno Capital Managementquantinno.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 43 contacts → |
“Founded in 2018, Quantinno Capital Management aims to deliver customized, tax-optimized managed account solutions designed to enhance the after-tax wealth for sophisticated…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mchenry Advisersmchenry-advisers.com HQ: New Albany, OH, United StatesReported employees: 11-50 | New Albany, OH, United States | 11-50 | Exact match | 38 contacts → |
“McHenry Advisers Enrolled Actuary | Strategic Tax Planning Partner to Financial Advisors & CPAs | HNW/UHNW Tax Reduction | Custom Cash Balance Plan Design | Advanced Retirement…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gmastergmaster.com.br HQ: Londrina, BrazilReported employees: 11-50 | Londrina, Brazil | 11-50 | Exact match | 38 contacts → |
“Somos a Gmaster, uma empresa especializada em eficiência tributária.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Emifastemifast.com HQ: Dubai, United Arab EmiratesReported employees: 11-50 | Dubai, United Arab Emirates | 11-50 | Exact match | 37 contacts → |
“Unlock financial freedom with Emifast.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | S'investirsinvestir.fr HQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 36 contacts → |
“S’investir : votre patrimoine enfin optimisé Choisissez notre approche unique alliant performance et sécurité de votre patrimoine grâce à notre accompagnement en gestion privée.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Index Fund Advisors, INCifa.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 36 contacts → |
“Index Fund Advisors, Inc.(IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | TAX Goddess Business Services, PCtaxgoddess.com HQ: Scottsdale, United StatesReported employees: 51-200 | Scottsdale, United States | 51-200 | Exact match | 36 contacts → |
“At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | ZEALgozeal.co.uk HQ: Newport, United KingdomReported employees: 11-50 | Newport, United Kingdom | 11-50 | Exact match | 35 contacts → |
“Wave goodbye to conventional tax advisors.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Choate Wealthchoatewealth.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 31 contacts → |
“In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Garzen Gestão Tributáriagarzen.com.br HQ: Porto Alegre, BrazilReported employees: 11-50 | Porto Alegre, Brazil | 11-50 | Exact match | 29 contacts → |
“Na Garzen, transformamos a complexidade tributária em oportunidades de economia e crescimento.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Tax-optimization investment companies: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,318 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 1,322 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Tax-optimization investment companies by location
7 lists · largest firstEvery Tax-optimization investment companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Tax-optimization investment companies based in the United States656
- Tax-optimization investment companies based in France85
- Tax-optimization investment companies based in Brazil59
- Tax-optimization investment companies based in Germany56
- Tax-optimization investment companies based in Canada52
- Tax-optimization investment companies based in the United Kingdom43
- Tax-optimization investment companies based in India35
Questions about this company list
What does Exact match mean for tax-optimization investment companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax-optimization investment companies did RevenueBase find worldwide?
The saved snapshot records 1,322 matching company records, 6,904 tracked contacts and 2,601 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 tax-optimization investment companies worldwide. Snapshot: September 22, 2026. https://revenuebase.ai/companies/browse/tax-optimization-investment-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗